Latest Institutional Purchases of Ishares Msci Acwi Ex Us ETF (ACWX)
This list provides information on the latest institutional transactions involving Ishares Msci Acwi Ex Us ETF (ACWX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
274KNew |
$12.3M - $14M
|
274K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
151KNew |
$6.77M - $7.69M
|
151K
$7.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
114KNew |
$5.14M - $5.83M
|
114K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
62.3K+ 622.35% |
$2.8M - $3.18M
|
72.3K
$3.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
44.1KNew |
$1.98M - $2.25M
|
44.1K
$2.27M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40.6K+ 405.47% |
$1.82M - $2.07M
|
50.6K
$2.61M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.28M - $1.45M
|
28.5K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
19.2KNew |
$864K - $980K
|
19.2K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
16KNew |
$720K - $817K
|
16K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.5KNew |
$563K - $639K
|
12.5K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$526K - $596K
|
11.7K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10.9KNew |
$490K - $556K
|
10.9K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$404K - $458K
|
8.97K
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.29K+ 15.35% |
$373K - $423K
|
62.3K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.19K+ 67.08% |
$368K - $418K
|
20.4K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$347K - $394K
|
7.72K
$398K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.51KNew |
$338K - $383K
|
7.51K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$294K - $334K
|
6.55K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.85KNew |
$263K - $299K
|
5.85K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
5.39KNew |
$242K - $275K
|
5.39K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$230K - $261K
|
5.11K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.03KNew |
$226K - $257K
|
5.03K
$260K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.65KNew |
$209K - $238K
|
4.65K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$205K - $233K
|
4.57K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.13KNew |
$186K - $211K
|
4.13K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.05KNew |
$182K - $207K
|
4.05K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.02KNew |
$181K - $205K
|
4.02K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.93KNew |
$177K - $201K
|
3.93K
$203K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.52K+ 10.77% |
$158K - $180K
|
36.2K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3KNew |
$135K - $153K
|
3K
$155K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$111K - $126K
|
2.48K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 5.19% |
$95.6K - $108K
|
43K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.45K+ 14.19% |
$65.2K - $74K
|
11.7K
$602K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.39K+ 3.01% |
$62.6K - $71K
|
47.6K
$2.45M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.07K+ 185.91% |
$48.1K - $54.6K
|
1.64K
$84.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
596+ 12.78% |
$26.8K - $30.4K
|
5.26K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
550+ 1.49% |
$24.7K - $28.1K
|
37.5K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
535+ 12.44% |
$24.1K - $27.3K
|
4.83K
$249K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
503+ 3.39% |
$22.6K - $25.7K
|
15.4K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
81+ 1.38% |
$3.64K - $4.13K
|
5.96K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.22% |
$225 - $255
|
414
$21.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3+ 1.84% |
$135 - $153
|
166
$8.57K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
105KNew |
$4.9M - $5.35M
|
105K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40.9KNew |
$1.91M - $2.09M
|
40.9K
$2.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
16.2KNew |
$759K - $830K
|
16.2K
$837K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 7.07% |
$548K - $599K
|
177K
$9.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.64KNew |
$451K - $493K
|
9.64K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.51KNew |
$258K - $282K
|
5.51K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.16KNew |
$148K - $162K
|
3.16K
$163K
|
|